About security of general ledger budget articles

In Visma Net, organisations implement general access restrictions by assigning roles to users of the system. In this topic, you will read about configuring restriction groups for managing the security of sensitive general ledger budget articles.

Restricting view with roles vs. restriction groups

If a role allows a user to view or edit General ledger budget articles, the user can view all the articles, including those that might be sensitive.

By using restriction groups, you can limit the visibility of sensitive budget articles so that only particular users can see and work with these articles.

Managing the visibility of general ledger budget articles by user

You can configure restriction groups that will limit the visibility of General ledger budget articles (leaf articles or nodes at any level) for users. As a result, the users not included in the group will not be able to see the budget articles (and these articles' subarticles, if there are any).

Suppose that the Wages budget article should be available to only the chief financial officer of your organisation.

The following table describes how to configure the visibility of this budget article in the Budget access (GL105030) window.

STEP	ACTION
1	Create a restriction group (for example, Group for wages budget article) with direct restriction.
2	Add the user account of the chief financial officer to the group.
3	Add the Wages budget article to the group.

For more details about restriction groups, see: About restriction groups in Visma Net.

Windows for security of general ledger budget articles

In the following table, you can find the list of windows that you can use to manage restriction groups with general ledger budget articles and tasks that you can resolve by using each window.


Task	Window
To initially configure the visibility of a general ledger budget article to users	Budget access (GL105030)
To change the visibility of a general ledger budget article in multiple restriction groups	Restriction groups by budget article (GL105020)
To change the visibility of a general ledger budget article by user in multiple restriction groups	Restriction groups by user (SM201035)

For information about how to add or remove objects from a restriction group, see: About operations with restriction groups.